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As a Vice President of Legacy Safeguard, I have over 30 years’ experience in the insurance industry that started as an agent selling Medicare supplements, I also have over fifteen years of experience in the home office of some large insurance companies. In addition, I served eight years as the Marketing Vice President of two large successful National IMO offices.
Sean has moved up the ladder quickly since joining SMS in 2008. After starting out as a member of the administrative staff, where he was an asset to our annuity producers by helping them get their new business submitted, he moved to the Medicare Solutions department and worked as a marketing consultant.
Data Security Resources Cheat Sheet
Cigna code of ethics and principles of conduct
Humana principles of business ethics for health care providers and business partners.
A tax guide book from OneAmerica.
As vice president of operations, Jennifer McMahon oversees the day-to-day operations at the Senior Market Sales® headquarters in Omaha, NE.
As Chief Technology Officer for Senior Market Sales®, Bob is responsible for the overall strategy, planning, organization and execution of all technology development for SMS.
Darrel started his insurance career seven years ago. He worked in the field for two years, and then became a captive agent selling dental, life and Medicare Supplement insurance plans.
Growing up with both parents working in the insurance industry — her Father, Dan, is Director of Marketing for Travel Insurance and International Benefits here at Senior Market Sales — Abbie felt right at home when she started her insurance career at SMS in 2011.
Lynda has an important role at Senior Market Sales®. As the Distribution Coordinator, she supervises the day-to-day operations of the unit including product fulfillment, shipping, receiving and personnel.
Your clients are the most important part of your business. Without them, your business doesn't exist. In that sense, a current client is worth more than even the best prospect.
How do you differentiate yourself and rise above the competition? The answer is simple – sell good, competitive products that provide more choices than your competition. We are now entering an inflationary environment for Medicare Supplement with rate increases in 2020 about three points higher than in 2019. With substantial changes in premium, it is a good time to assess your portfolio and add carriers with fresh new business rates.
Making Sense of Roth IRA Conversations. Here are some benefits of a Roth that may appeal to your retirement-age clients. Long-term tax benefits, tax diversification, no lifetime distributions, social security taxation, and tax-free legacy are some of the reasons to consider a Roth.
Senior Market Sales® (SMS) is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money and put their business in a position of distinction.